Elm Partners Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Elm Partners Management’s Portfolio IJJ Stock Details IJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$242K	Sell	1,636 -15	-0.9%	-$2.12K	0.01%	149
2026 Q1	$214K	Buy	1,651 +6	+0.4%	+$822	0.01%	155
2025 Q4	$217K	Buy	1,645 +10	+0.6%	+$1.3K	0.01%	151
2025 Q3	$212K	Buy	+1,635	New	+$209K	0.01%	141

Other funds holding IJJ

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Elm Partners Management's IJJ Position: Q2 2026 in Review

Elm Partners Management reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.91% in Q2 2026, selling an estimated $2.12K and leaving 1,636 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #149.

Elm Partners Management first reported a position in IJJ in Q3 2025 and has held it in 4 quarters since. 431 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Elm Partners Management held 1,636 shares of iShares S&P Mid-Cap 400 Value ETF worth $242K as of Q2 2026.
Elm Partners Management sold 15 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $2.12K.
iShares S&P Mid-Cap 400 Value ETF made up 0.01% of Elm Partners Management's portfolio in Q2 2026, its #149 holding.
Elm Partners Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2025 and has held it in 4 quarters since.
431 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Elm Partners Management's 13F filing for Q2 2026, filed 28 Jul 2026.